Why the Geopolitical Climate Remains a Focus for Investors in 2025
by Greg Valliere, Chief U.S. Policy Strategist, AGF Investments Wars in the Mid-East & Ukraine remain potential hot spots…
Four Geopolitical Hotspots That Could Impact Markets in 2023
by Greg Valliere, Chief U.S. Policy Strategist, AGF Investments Russia’s war on Ukraine remains the top risk facing…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Biden Unscripted is a Verbal Mine Field
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IT’S NO SECRET that Joe Biden’s advisers cringe…
Biden in Asia: Sending a Message to China
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THE UKRAINE WAR has diverted attention away from…
Elections Are Still All About Donald Trump: Here’s Our GOP Top Ten
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THERE WERE NO CLEAR TRENDS LAST NIGHT except…
Who Might Replace Vladimir Putin?
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives RUSSIAN TROOPS ARE RETREATING in northeastern Ukraine, and…
Recession — A Self-Fulfilling Prophecy? Plus, Donald Trump’s Very Big Week
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives CONFIDENCE IS A HUGE WILD CARD and it…
Three Big Stories to Watch This Weekend
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THERE’S NO SHORTAGE of dramatic stories that will…
White House Cancels Energy Projects; An Unusually Nasty Biden Feud
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives TALK ABOUT BAD TIMING: As gasoline prices hit…
The One Inflation Narrative Joe Biden Can’t Shake
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IT’S BECOMING CLEAR that the massive 2021 spending…
The Decline of Vladimir Putin
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives PHOTOS OF VLADIMIR PUTIN with a blanket covering…
Little Hope for Ukraine Breakthrough; New Covid Controversy in the U.S.
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives WISHFUL THINKING: Staggering Russian losses in recent weeks…
Dust Settles After Two Huge Political Developments Rock Washington
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives WE FULLY ACKNOWLEDGE that the war in Ukraine…
Roe v. Wade Leak Scrambles November Election
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IN A BOMBSHELL THAT SHOOK THIS CITY during…
Why the Fed Should Go Slow
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THERE’S LITTLE DOUBT that on Wednesday the Federal…